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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Savant Capital
Illinois
$755K +$57.7K +945 +8%
FFMBT
852
First Farmers & Merchants Bank Trust
Tennessee
$754K +$787K +12,884 New
WCAMG
853
Woodard & Company Asset Management Group
North Carolina
$748K
CIC
854
Carnegie Investment Counsel
Ohio
$747K +$93.2K +1,525 +14%
PFA
855
Pathway Financial Advisors
Vermont
$745K +$725K +11,864 New
NP
856
NorthRock Partners
Minnesota
$737K +$135K +2,213 +21%
HFG
857
Heron Financial Group
New York
$735K -$5.19K -85 -0.7%
EWA
858
EverSource Wealth Advisors
Alabama
$731K +$762K +12,472 New
First Manhattan
859
First Manhattan
New York
$730K +$281K +4,603 +58%
BCWM
860
Bartlett & Co Wealth Management
Ohio
$728K -$91.7K -1,501 -11%
BC
861
Bartlett & Co
Ohio
$728K -$91.7K -1,501 -11%
SP
862
Successful Portfolios
Florida
$725K +$8.86K +145 +1%
ANI
863
American National Insurance
Texas
$724K -$4.47M -73,235 -86%
VLC
864
Van Leeuwen & Company
New Jersey
$722K -$9.59K -157 -1%
HSA
865
HBK Sorce Advisory
Pennsylvania
$722K +$12.6K +206 +2%
SBL
866
Sargent Bickham Lagudis
Colorado
$720K +$27.9K +457 +4%
BTWM
867
Baker Tilly Wealth Management
Wisconsin
$719K +$135K +2,212 +22%
OR
868
Olympiad Research
Connecticut
$719K +$245K +4,005 +48%
GC
869
Gratus Capital
Georgia
$717K
BHBT
870
Burke & Herbert Bank & Trust
Virginia
$709K -$1.77K -29 -0.2%
JSC
871
Jackson Square Capital
California
$709K +$108K +1,761 +17%
RCG
872
Resource Consulting Group
Florida
$708K +$739K +12,089 New
LWP
873
Lumature Wealth Partners
Georgia
$704K
RW
874
Rede Wealth
Virginia
$699K -$1.12M -18,331 -61%
RCM
875
Radnor Capital Management
Pennsylvania
$698K -$27.5K -450 -4%